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Borrowing to invest

One of the benefits of using a SSAS is the ability to borrow from a third party, for example to purchase commercial property or provide benefits. The maximum amount a SSAS can borrow is 50% of the net fund value of all assets at the date of the borrowing.

The terms and conditions of any borrowing must be authorised by Rowanmoor Trustees Limited and all member trustees. Rowanmoor Trustees Limited must be a party to the borrowing documentation.

Useful documents